---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39262644.md"
description: "After some thought, what we can do now is: weather the storm together with excellent companies!  1. If you already hold excellent companies in your portfolio and your cost basis is low enough, there's no need to panic (except for swing trading experts).2. Ultimately, it all comes down to the fundamentals. As long as the fundamentals are sound, the stock will recover once the U.S.-Iran event is over.3. Even the most excellent companies will be affected by the current situation (stock price fluctuations). 🤔"
datetime: "2026-03-14T05:57:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39262644.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39262644.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39262644.md)
author: "[价值&投资](https://longbridge.com/zh-HK/profiles/3090.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/39262644.md) | [简体中文](https://longbridge.com/zh-CN/topics/39262644.md)


# After some thought, what we can do now is: weather…


## 評論 (50)

- **上鱼籽 · 2026-03-15T08:21:19.000Z**: Holding APPLE shares and August Calls, feeling calm inside.
- **道可道99 · 2026-03-15T07:15:24.000Z**: If the cost isn't low enough 😢
- **不断学习，不断进步。 · 2026-03-15T06:36:09.000Z**: Value Bro, any movement on tech stocks and the long call on $Berkshire Hathaway B(BRK.B.US)? How do you usually handle things during such volatile times?
- **今夜很黑 · 2026-03-15T04:26:33.000Z**: The most stable guy
- **曜川 · 2026-03-14T17:07:39.000Z**: okk
- **youthbye · 2026-03-14T14:04:59.000Z**: Lie flat (give up striving)
- **早日结成元婴 · 2026-03-14T12:19:02.000Z**: Sure, I took some time today to review whether the fundamentals and logic of the stocks I hold have changed, and what my current cost basis is. In the end, it seems there's nothing much to move, so let it be...
- **xuyi&lulu · 2026-03-14T11:46:04.000Z**: Guru, what's your take on HOOD?
- **步履不停的梭哈 · 2026-03-14T11:13:03.000Z**: Does SK Hynix count?
- **I N money B Porsche · 2026-03-14T10:57:36.000Z**: Even if the war doesn't end, it'll be fine. At the beginning of the Russia-Ukraine war, people were talking about an energy crisis, but no one cares about it now. Just wait for the flowers to bloom.
- **赶英超美 · 2026-03-14T10:30:49.000Z**: What's the cost of your Tesla?
- **↑嘻嘻嘻↑ · 2026-03-14T09:24:09.000Z**: Microsoft shouldn't be a big problem, right?
- **LeoLitan · 2026-03-14T09:16:18.000Z**: I'm counting on Amazon to carry me through the second half of the year 😂
- **CLL梦想成真 · 2026-03-14T09:04:05.000Z**: Hello Value Bro, does Oracle count?
- **巴菲Te北京分特 · 2026-03-14T08:20:09.000Z · 👍 5**: Agree with Value Bro, going for a stroll. 😂
  - **Casablanca** (2026-03-14T11:48:31.000Z): Where in Beijing is this?
  - **巴菲Te北京分特** (2026-03-14T11:57:10.000Z): Wenyu River Park
  - **请耐心等待** (2026-03-14T13:27:51.000Z): Fen Te Ge is starting his vacation.
- **Dustin_ ₿ · 2026-03-14T08:14:07.000Z · 👍 5**: I've been learning from the boss for over half a year, and I've improved compared to last April. I didn't go all-in and even had a hedge, hehe 🤣
- **zcsdsb · 2026-03-14T07:59:29.000Z**: Position is fully loaded, ready for any market storm.
- **慢慢的变富 · 2026-03-14T07:51:44.000Z**: Now is the opportunity
- **Rayn24 · 2026-03-14T07:20:50.000Z**: Keep lying flat, as long as the price is low enough, keep buying the dip.
- **Penn买啥啥赚钱 · 2026-03-14T07:17:22.000Z**: Bro, I want to buy some more Amazon to pull up the price.